|
1
|
Charles Schwab
San Francisco,
California
|
$305M
|
+$7.78M
|
+262,171
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$257M
|
-$56.8M
|
-1,913,621
|
-18%
|
|
|
3
|
|
$216M
|
+$117M
|
+3,939,816
|
+114%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$204M
|
-$4.03M
|
-135,616
|
-2%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$191M
|
-$2.63M
|
-88,646
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
-$42M
|
-1,414,113
|
-20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$144M
|
-$3.21M
|
-108,191
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$138M
|
+$13.3M
|
+448,650
|
+11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$8.25M
|
+277,978
|
+7%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$124M
|
+$37.2M
|
+1,253,132
|
+42%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$111M
|
+$1.24M
|
+41,669
|
+1%
|
|
|
12
|
|
$96.3M
|
+$1.02M
|
+34,215
|
+1%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$89.6M
|
+$3.17M
|
+106,793
|
+4%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$88.2M
|
-$340M
|
-11,459,974
|
-79%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$83.9M
|
+$82.2M
|
+2,768,728
|
+2,694%
|
|
|
16
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$81.6M
|
+$2.81M
|
+94,586
|
+4%
|
|
|
17
|
Allstate Corporation
Northbrook,
Illinois
|
$80.5M
|
+$7.78M
|
+262,165
|
+11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$75.1M
|
+$20.5M
|
+691,089
|
+37%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$68.3M
|
+$69.1M
|
+2,326,046
|
+12,045%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$67.5M
|
+$4.63M
|
+155,918
|
+7%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$59.4M
|
-$5.02M
|
-169,045
|
-8%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$58.1M
|
+$5.88M
|
+198,212
|
+11%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$56.5M
|
–
|
–
|
–
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$56.3M
|
+$11.7M
|
+395,707
|
+26%
|
|
|
25
|
Litman Gregory Wealth Management
Larkspur,
California
|
$54.7M
|
+$27.3M
|
+919,378
|
+97%
|
|
